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We invest in companies that are rooted in authenticity and dedicated to making a positive difference in the world. Our portfolios invest in companies that are committed to:
Developing innovative solutions to global sustainability challengesPromoting gender, ethnic, and lifestyle diversitySupporting community-based financial institutions that promote small businesses, health care, education, and housingActively involved in shareholder advocacy and public policy engagement
Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.